A Team Committed
to Your Unique Goals
At Wenrich Wealth,
our focus is on
our CLIENTS and
our COMMUNITY.
Ron Holliday, Jodie Wenrich and J. J. Wenrich
J. J. Wenrich CFP® is the president and founder of Wenrich Wealth and a 20+ year veteran of the investment and financial services business. He and Jodie met as rookie financial advisors in Kansas in 2000 and were quickly married.
Ron Holliday is a 30+ year veteran of the investment and financial services business and has been active in Murrieta, CA area business, politics, civics and service for over 40 years.
J. J. met Ron during his years with Ivy Investments. Ron was one of J. J.'s first calls after opening Wenrich Wealth, and they quickly became business partners.
The three of us take pride in being an educational resource for members of our community, regardless of whether or not they are clients.
J. J. is author of the book Teaching Kids to Buy Stocks: Stories and Lessons for Grown-Ups, and a frequent guest on podcasts, radio and news programs.
How it started...
J. J. and Jodie in their rookie days as financial advisors in Kansas.
Phone: 949.547.4313
5613 Costa Maritima
San Clemente, CA 92673
